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Best financial advisors in Bowling Green, NY

Registered advisers within 25 miles of Bowling Green, NY.

Offices
5,859
Firms
3,334
Combined AUM
$59.6T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,719,415 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EAGLE STRATEGIES LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
CWM, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
VALIC FINANCIAL ADVISORS, INC.
SALVUS WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITY SERVICES, INC.
RONALD GELOK & ASSOCIATES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

RANDALL CHARLES COHEN
TODD Michael TORO
Nicole Ann Toro
Elizabeth Espinal
LOUIS M BRUNO
STUART CRAIG HOCH
JASON DIAMANTINO BRITO
BRENDAN T O'CONNOR
ROY A SCHOENFELD
PARKER JAKE HOCH
TIMOTHY ALEXANDER DEAN
SAUL MITCHELL SIMON
JOHN ANDREW FRANK
KENNETH LEMUNYON
RICHARD POLICASTRO
COURTNEY HALASZ
STEWART RITTER
STUART WILSON VAN WINKLE
WILLIAM VAN WINKLE
JULIE ANN NAWROCKI
Daniel Armas
PAUL CHARLES LOBOSCO
CLIFFORD JOSEPH MEDITZ
PETER KATSIGIORGIS
Michael Mott
MICHAEL LAWRENCE GROFSICK
KYLE GROFSICK
LAWRENCE DOMINIC PEREZ
RAELYNN A HARLACH
ANGELA PATRICIA FOLIT
RICHARD P GROFSICK
MICHAEL RICHARD GROFSICK
CHARLES STEVEN KASSATLY
Bilal Mian
MARCUS MALDONADO
WILLIAM CHRISTOPHER MCNAMARA
JEFFREY MAYER JACOBS
ROBERT EARL O'QUINN
Aimee Marie Jensen
ROBERT WERNER JOEL
CHARLES T. WOOLSTON
SONJA MICHELLE ELIA
ANTHONY JOHN FALCONE
John S Turi
Thomas Turi
JOHN N TURI
STEVEN FRANCIS HORVATH
MARC JOSEPH ALESSANDRO
KEVIN JAMES PENT
JOHN DAVID FLYNN
JAMES M GLASS
CHRISTOPHER ALAN HALL
DONALD THOMAS BROWN
JAMES MICHAEL ORTENZIO
WILLIAM JOSEPH BLANCO
PATRICK STEVEN MALY
RICHARD HARRIS
MICHAEL PATRICK PREVITI
JEFFREY IRA FRIEDRICH
JEROME N PASICHOW
JAMES JEFFREY MCATEER
JUSTIN PAINE
WILLIAM PETER D'ANGELO
MARGARET MARIE ANTONIELLO
VINCENT ACIERNO
JOSEPH ROBERT SCOTTI
KORBIN WAYTON
RACHEL CECERE
MICHAEL V MARINO
JAMES CHRISTOPHER MURO
NICOLA RIVERSO
MATTHEW R MARINO
CHIRAG NANUBHAI SAVALIA
NINO FINNIGAN
PETER ZUNNO
COREY JASON PALAZZOLO
JOHN PONTIERI
STEVEN CHARLES FOERSCHL
LAURA BENINATO
MICHAEL I GUERTIN
VICTOR MURO
Christian Anthony Vivas
DANIEL ORDWAY SHERMAN
VICTOR THOMAS DELORENZO
Robert Charles Rooke

Within 25 miles of Bowling Green, NY, Best Investors lists 3,334 registered investment advisory firms with 5,859 offices nearby, managing about $59.6T in combined regulatory AUM across 4,719,415 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Bowling Green

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM